Latest Institutional Purchases of Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This list provides information on the latest institutional transactions involving Ft Exch Trd Fd Viii Cboe Vest (XJUN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.7K+ 77.54% |
$885K - $938K
|
56.4K
$2.17M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12KNew |
$432K - $457K
|
12K
$463K
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
6.45K+ 77.18% |
$232K - $245K
|
14.8K
$570K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.96K+ 196.86% |
$214K - $227K
|
8.98K
$346K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.62KNew |
$202K - $214K
|
5.62K
$216K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.02K+ 12.78% |
$180K - $191K
|
44.3K
$1.71M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.8KNew |
$172K - $182K
|
4.8K
$185K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.54K+ 28.15% |
$163K - $173K
|
20.6K
$795K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.97K+ 15.6% |
$107K - $113K
|
22K
$848K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.59K+ 27.43% |
$92.9K - $98.4K
|
12K
$463K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2K+ 14.47% |
$71.8K - $76.1K
|
15.8K
$609K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.96KNew |
$70.4K - $74.6K
|
1.96K
$75.5K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.87KNew |
$67K - $71K
|
1.87K
$71.9K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 42.31% |
$61.3K - $64.9K
|
5.74K
$221K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.35K+ 7.47% |
$48.5K - $51.4K
|
19.4K
$748K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
854+ 1.81% |
$30.7K - $32.5K
|
48K
$1.85M
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
244KNew |
$8.79M - $8.98M
|
244K
$9.39M
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
161KNew |
$5.79M - $5.91M
|
161K
$6.18M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52.5KNew |
$1.89M - $1.93M
|
52.5K
$2.02M
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28.9KNew |
$1.04M - $1.06M
|
28.9K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
19.1K+ 233.55% |
$688K - $703K
|
27.3K
$1.05M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 128.59% |
$523K - $534K
|
25.8K
$993K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 62.27% |
$477K - $487K
|
34.5K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.26KNew |
$262K - $267K
|
7.26K
$280K
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.41KNew |
$195K - $199K
|
5.41K
$208K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 13.63% |
$129K - $132K
|
29.8K
$1.15M
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.04K+ 4.67% |
$73.5K - $75.1K
|
45.7K
$1.76M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.79K+ 30.31% |
$64.3K - $65.7K
|
7.68K
$296K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
659+ 9.06% |
$23.8K - $24.3K
|
7.93K
$305K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
533+ 6.19% |
$19.2K - $19.6K
|
9.14K
$352K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
438+ 4.31% |
$15.8K - $16.1K
|
10.6K
$408K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
135+ 3.81% |
$4.87K - $4.97K
|
3.68K
$142K
|
|
Q1 2024 | |||||||
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
51.8KNew |
$1.81M - $1.88M
|
51.8K
$1.99M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.32KNew |
$221K - $229K
|
6.32K
$243K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
100New |
$3.49K - $3.62K
|
100
$3.85K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$326K - $353K
|
10K
$386K
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.71KNew |
$251K - $271K
|
7.71K
$297K
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.92KNew |
$193K - $208K
|
5.92K
$228K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
750New |
$24.4K - $26.4K
|
750
$28.9K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
322New |
$10.5K - $11.3K
|
322
$12.4K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
212New |
$6.9K - $7.46K
|
212
$8.16K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
6.01K+ 49.32% |
$199K - $203K
|
18.2K
$700K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.19K+ 17.92% |
$105K - $108K
|
21K
$807K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.98K+ 24.82% |
$65.5K - $67.1K
|
9.96K
$384K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
651+ 3.25% |
$21.5K - $22K
|
20.7K
$796K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 28.46% |
$6.25K - $6.4K
|
853
$32.8K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
181+ 6.26% |
$5.99K - $6.13K
|
3.07K
$118K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
60.5KNew |
$1.94M - $2.02M
|
60.5K
$2.33M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
44.4KNew |
$1.43M - $1.48M
|
44.4K
$1.71M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.3KNew |
$717K - $747K
|
22.3K
$860K
|